A profitable banking franchise with strong margins (34%) and positive price momentum has traded past its near-term resistance target, leaving the risk/reward unfavorable for new exposure; the quality of the earnings track record and margin profile support holding an existing position, but the setup does not favor adding at current levels.
Thesis pillars
- Strong Price Momentum Breakout→Stable
- Solid Earnings Execution→Stable
- Insider Selling One Sided→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 13, 2026· older than 90 days
JP Morgan Chase & Co. (JPM) Stock Analysis
Breakout setup
Financial Services · Banks - Diversified
Sell if holding. At $352.11, A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Regulatory: OCC; Concentration risk — Regulatory: Federal Reserve.
JPMorgan Chase held $4.4 trillion in assets and $362.4 billion in stockholders' equity at year-end 2025, operating across Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management segments. The Firm serves millions of U.S. consumers and global... Read more
Sell if holding. At $352.11, A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Regulatory: OCC; Concentration risk — Regulatory: Federal Reserve. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Score 5.8/10, moderate confidence.
Passes 6/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About JP Morgan Chase & Co.
About JP Morgan Chase & Co.
JPMorgan Chase & Co. held $4.4 trillion in assets and $362.4 billion in stockholders' equity at December 31, 2025, operating through three reportable segments — Consumer & Community Banking, the Commercial & Investment Bank, and Asset & Wealth Management. Principal bank subsidiary JPMorgan Chase Bank, N.A. maintains branches in 48 states and Washington, D.C., with overseas operations anchored in the United Kingdom and Germany.
The Firm earns revenue from net interest income on consumer loans, credit cards, mortgages, and wholesale lending; investment-banking fees and trading revenue inside the Commercial & Investment Bank; and management fees across Asset & Wealth Management. JPMorgan Chase serves millions of U.S. consumers under the Chase brand and corporate, institutional, and government clients globally under the J.P. Morgan brand. Consolidated supervision sits with the Federal Reserve, while the principal bank subsidiary is regulated by the Office of the Comptroller of the Currency with FDIC backstop authority on deposit insurance and resolution. U.S. broker-dealer J.P. Morgan Securities LLC operates under SEC and FINRA oversight, and the Firm's swap dealers and security-based swap dealers are registered with the CFTC. Competition spans banks, brokerages, hedge funds, private equity firms, payments processors, and digital-asset and financial-technology entrants disintermediating traditional channels.
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JPMorgan Chase remains subject to a March 2024 OCC consent order disclosed in the 2025 10-K, tied to processes for inventorying trading venues and confirming the completeness of data fed to trade surveillance platforms. The Firm must file its 2026 CCAR submission with the Federal Reserve on April 6, 2026, with indicative Stress Capital Buffer notification by June 30 and the final SCB effective October 1, 2026. The Federal Reserve announced in February 2026 that SCB requirements for large banks will remain at current levels through September 30, 2027, deferring recalibration pending revised models incorporating public feedback.
See also: Financial Services · Banks - Diversified
From JP Morgan Chase & Co.'s most recent 10-K filing, extracted May 16, 2026.
Recent developments
updated Nov 5, 2026Recent Developments — JP Morgan Chase & Co.
Latest news
- NEWS JPMorgan Chase Downgrades Expedia Group to Neutral — fiscal.ai Nov 5, 2026 negative
- NEWS JPMorgan Chase Maintains Overweight Rating on Deutsche Telekom — fiscal.ai Nov 5, 2026 neutral
- NEWS Prediction: JPMorgan Chase Raises Its Dividend Again in 2027 - Yahoo Finance — Yahoo Finance Oct 13, 2026 positive
- NEWS JPMorgan stock wavers after Q3 earnings disappoint as markets soften (JPM:NYSE) - Seeking Alpha — Seeking Alpha Oct 13, 2026 negative
- NEWS JPMorgan posts rare profit miss as dealmaking, bond trading lose momentum - Reuters — Reuters Oct 13, 2026 negative
Latest item Nov 5, 2026 · Generated 2026-11-05T11:44:08Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHregulatoryOCC10-K Item 1: 'JPMorgan Chase Bank, National Association ... is supervised and regulated by the Office of the Comptroller of the Currency ("OCC")'
- HIGHregulatoryFederal Reserve10-K Item 1: 'JPMorgan Chase & Co. is a bank holding company ... subject to comprehensive consolidated supervision, regulation and examination by the Board of Governors of the Federal Reserve System'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $352.11, A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Regulatory: OCC; Concentration risk — Regulatory: Federal Reserve. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Prior stop was $338.63. Score 5.8/10, moderate confidence.
Analyst target $336.13 reached (−4.5% from $352.11); no take-profit level is published. Prior stop was $338.63. Stop-loss: $338.63.
Concentration risk — Regulatory: OCC; Concentration risk — Regulatory: Federal Reserve; Analyst target reached - limited upside remaining.
JP Morgan Chase & Co. trades at a P/E of 14.8 (forward 13.8). TrendMatrix value score: 6.5/10. Verdict: Sell.
31 analysts rate JPM, with a consensus score of 3.7/5. 23 analysts publish price targets averaging $373.
What does JP Morgan Chase & Co. do?JPMorgan Chase held $4.4 trillion in assets and $362.4 billion in stockholders' equity at year-end 2025, operating...
JPMorgan Chase held $4.4 trillion in assets and $362.4 billion in stockholders' equity at year-end 2025, operating across Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management segments. The Firm serves millions of U.S. consumers and global institutional clients through JPMorgan Chase Bank, N.A., with branches in 48 states and Washington, D.C.